QFW
CRM icon

QTR Family Wealth’s Salesforce CRM Stock Holding History

QTR Family Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Sell
1,665
-5
-0.3% -$879 0.09% 250
2026
Q1 		$286K Sell
1,670
-230
-12% -$47.7K 0.12% 205
2025
Q4 		$368K Buy
1,900
+24
+1% +$5.96K 0.16% 144
2025
Q3 		$445K Buy
1,876
+101
+6% +$25.5K 0.21% 101
2025
Q2 		$484K Buy
1,775
+812
+84% +$217K 0.3% 77
2025
Q1 		$258K Buy
+963
New +$300K 0.19% 131

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

QTR Family Wealth's CRM Position: Q2 2026 in Review

QTR Family Wealth reduced its Salesforce (CRM) stake by 0.3% in Q2 2026, selling an estimated $879 and leaving 1,665 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #250.

QTR Family Wealth first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $484K in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • QTR Family Wealth held 1,665 shares of Salesforce worth $261K as of Q2 2026.
  • QTR Family Wealth sold 5 Salesforce shares in Q2 2026, an estimated $879.
  • Salesforce made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #250 holding.
  • QTR Family Wealth first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's Salesforce position peaked at $484K in Q2 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.